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Ledyard National Bank’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Ledyard National Bank’s Portfolio TIPX Stock Details TIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-56,071
Closed -$1.04M – 204
2023
Q2 		$1.04M Buy
+56,071
New +$1.05M 0.11% 110

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Ledyard National Bank's TIPX Position: Q3 2023 in Review

Ledyard National Bank sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2023, closing a stake of 56,071 shares — an estimated $1.04M sold.

Ledyard National Bank first reported a position in TIPX in Q2 2023 and held it in 1 quarter. The position peaked at $1.04M in Q2 2023. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2023.

  • Ledyard National Bank reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • Ledyard National Bank sold 56,071 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2023, an estimated $1.04M.
  • Ledyard National Bank first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2023 and held it in 1 quarter.
  • Ledyard National Bank's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.04M in Q2 2023.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2023.

Based on Ledyard National Bank's 13F filing for Q3 2023, filed 8 Nov 2023.